An update on the great reallocation in US supply chain trade
The era of hyperglobalisation has given way to a more fractured trade policy landscape. This column uses detailed US import data over 2013-2025 to analyse
Dollar edges up ahead of US jobs data, Supreme Court ruling on Trump’s tariffs
Markets brace for US Supreme Court ruling on Trump’s tariffs. The dollar edged up on Friday as markets awaited a U.S. jobs report and braced
The impact of uncertainty on corporate borrowing in the euro area
Uncertainty in the global economy has been elevated following trade tariff disputes, economic policy changes, and geopolitical risks. This column examines the impact of uncertainty
Macro-financial disconnect in the euro area: Assessing tail risks to euro area growth and equities
The euro area is experiencing a combination of low growth and persistently high policy uncertainty, but financial conditions are remarkably supportive and valuations now look
The case for delaying the application of the EU’s carbon border levy to electricity
The inclusion of electricity in CBAM creates more problems than it solves; ways should be found to exempt it. The European Union is set to
Tariff avoidance and import measurement: Lessons from the first US-China trade war
Until 2018, the US-China trade data gap was in line with the discrepancies found in the bilateral trade data of China and its other partners,
As Trump-Xi trade talks near, investors turn to history as a guide
Even if the Trump-Xi meeting does not produce a definitive end to their trade war, investors are prepared to buy into any de-escalation in tensions.
Wall Street advances as Trump cools China rhetoric
Wall Street’s main indexes advanced on Monday following Friday’s pullback, as investors returned to risk assets after President Donald Trump’s softer tone eased concerns over
India PM Modi faces opposition fury after Trump’s 25% tariff threat
Trump said the tariff on imports from India would start from Friday, in addition to an unspecified penalty for Russian dealings and involvement in the
U.S. tariff of 15% on EU goods is all-inclusive, EU official says
The tariff framework will apply broadly to EU exports, except for steel and aluminium, the official said. The 15% rate will also apply to cars
